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Jerry Long

Investment Advisor

"Our discovery and wealth management approach is driven by what matters most to you"

Moving and adapting to a new country can be the biggest challenge in your life
Let me help you discover what truly matters to you, assist you achieve
all your life goals from your home country to Canada.

Jerry Long is an Investment Advisor located in Richmond. Jerry provides
comprehensive wealth management services to his immigrant clients, including
tax strategies, investment and wealth planning.


Jerry has been providing his clients with innovative wealth
management solutions through his entire career at RBC and TD.
He helps new immigrant' families protect and grow their assets with tax efficient
strategies and endeavors to provide them with steady income. He
sees himself as his clients’ personal Chief Financial Officer to help
them achieve their life goals.

ADDITIONAL CONTACT

Branch Office: (604) 482-5168
Branch Fax: (604) 482-5183

LANGUAGES

English, Mandarin

COMMUNITY INVOLVEMENT

Richmond & South Surrey

 

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

Meet The Team

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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Monthly Perspectives June 2018

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Do you know someone who would benefit from my services?